ETF Idea Here’s one segment that could benefit from the crack | FSMOne SG - Research Highlights

ETF Idea

Here’s one segment that could benefit from the crackdown on China’s Big Tech firms

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• China’s regulatory crackdown has intensified in recent months, with major crackdowns hitting the edtech, online music streaming, and food delivery industries.

• The semiconductor industry is unlikely to see any regulatory tightening as the government has declared its development as a national priority.

• Those who are uncomfortable with the growing regulatory risk in China’s tech sector may look towards the semiconductor industry for investment ideas.

• For exposure to the industry, investors can consider adding a position in SMIC or the Global X China Semiconductor ETF.

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: Global X China Semiconductor ETF (HKEX:3191), SMIC (HKEX:981)